Alteri Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Alteri Wealth’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.47M	Buy	6,405 +1	+0%	+$212	0.41%	51
2026 Q1	$1.39M	Buy	6,404 +435	+7%	+$100K	0.45%	44
2025 Q4	$1.54M	Buy	5,969 +49	+0.8%	+$13K	0.5%	34
2025 Q3	$1.83M	Buy	5,920 +4	+0.1%	+$1.21K	0.63%	25
2025 Q2	$1.89M	Sell	5,916 -105	-2%	-$34.6K	0.73%	20
2025 Q1	$2.08M	Buy	6,021 +63	+1%	+$19.9K	0.91%	19
2024 Q4	$1.69M	Buy	+5,958	New	+$1.73M	0.47%	26

Other funds holding AJG

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Alteri Wealth's AJG Position: Q2 2026 in Review

Alteri Wealth increased its Arthur J. Gallagher & Co (AJG) stake by 0.02% in Q2 2026, buying an estimated $212 and bringing the position to 6,405 shares worth $1.47M. The position accounts for 0.41% of the portfolio, ranked #51.

Alteri Wealth first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.08M in Q1 2025. 512 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Alteri Wealth held 6,405 shares of Arthur J. Gallagher & Co worth $1.47M as of Q2 2026.
Alteri Wealth bought 1 Arthur J. Gallagher & Co share in Q2 2026, an estimated $212.
Arthur J. Gallagher & Co made up 0.41% of Alteri Wealth's portfolio in Q2 2026, its #51 holding.
Alteri Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's Arthur J. Gallagher & Co position peaked at $2.08M in Q1 2025.
512 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.